Brian
Hayes

Oneamerica Securities, Inc

CRD#2490730
Investment Advisor
in Dayton, OH

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About this Advisor

Brian Hayes is a financial advisor based in Dayton, Ohio, working with Oneamerica Securities, Inc. Brian has previously held positions at L. Wesley Boord, The On Equity Sales Company, Ohio National Financial Services, American United Life, and Oneamerica Securities. Brian has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Brian is part of Oneamerica Securities, Inc, which operates out of Dayton, Ohio. The firm has 127 offices and 353 employees. The firm manages assets totaling $264.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Oneamerica Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2305 Far Hills Avenue Suite 205
Dayton, OH 45419

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$264,377,933

OH Average: $1,347,246,178
Total Number of Employees

353

OH Average: 46
Total Number of Accounts

2,804

OH Average: 1,775
Average Account Size

$94,286

OH Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Hayes Work History

2022 - Present (2 years)

American United Life

2022 - Present (2 years)

Oneamerica Securities

2021 - 2021 (< 1 year)

American United Life

2021 - 2021 (< 1 year)

Oneamerica Securities

2021 - 2022 (1 year)

The On Equity Sales Company

2013 - 2022 (9 years)

Ohio National Financial Services

2010 - 2021 (11 years)

The On Equity Sales Company

2000 - 2021 (21 years)

L. Wesley Boord

Disclosures

Please visit the SEC profile of Brian Hayes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oneamerica Securities, Inc

Sean Mcgoff
Indianapolis, IN
Byron Smith
South Lebanon, OH
David Medina
Concord, CA
Laura Rozek-Dill
Indianapolis, IN
Bryan Hoffman
Indianapolis, IN
John Broyles
Indianapolis, IN
Dwight Heikkila
Los Angeles, CA
Conor Delaney
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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